Step 4 DocuSign Recipients Username

  • 10 July 2017
  • 2 replies
  • 11 views

What goes in this prompt? I have spent an hour reviewing DL documentation, logged a case, spoke with a DL rep and can't find/get the answer.  It appears to be a one-time setup.

 

205443_pastedImage_1.png

Any help is so greatly appreciated!

jt


2 replies

Userlevel 4
Badge +8

‌,

Your DocuSign username goes there, you can resolve it using any of the following ways:

1. Enter your DocuSign username with each run

2. Go to your Salesforce user and hard code the username in the appropriate DocuSign field

3. Use Send on Behalf Of (DS feature)

Cheers,

Ryan

 Hi Ryan!

Thank you for taking the time to give me some guidance! 

In my case, in case it's different for others, I figured out that in Salesforce, populating the  DSProSFUsername on the user record with the API User Name solves the problem. The prompt for DocuSign username is very misleading. Anyway, problem solved!

Reply